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Asset Servicing

Tailored servicing and safekeeping of corporate assets

Over three decades of custody experience

Nationally servicing more than 1,300 client appointments, and administering over $14 billion in corporate assets, our Corporate Trust division is exclusively focused on providing trustee, custody, pensioner payments, and other ancillary services to pension plans, foundations, investment managers, endowments, brokerage firms, and other investment pools. Our Service You Can Trust® philosophy is centered on providing clients a rapid response, strong attention to detail and a flexible, solution-orientated approach.

Niche expertise

We offer specialized asset servicing and safekeeping for small and mid-sized businesses, plans and unions. With our niche market of servicing plans and pooled assets that vary in size from the largest mid-market pools to smaller plans that require one-on-one service, CWB Trust Services is able to provide customized solutions and personalized service unavailable at larger institutions.

Who we service

CWB Trust Services offers a full range of custody services suitable for a wide range of clients, including:

  • Small to mid-sized pension funds
  • Pension consultant firms
  • Group plan record-keeping firms
  • Investment managers
  • Broker dealers
  • Businesses requiring benefit payment services
  • High-net-worth individuals
  • Foundations and endowments
Reporting capabilities

Our secure online portal enables access to view account holdings and transaction history, 7 days a week, 24 hours a day.

For more information, contact:

Costa Kapassas, Director, Business Development - Custody